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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,750 | $121,637-47.6% | $104,605-39.1% | $158,931-59.9% |
| Participation rate | 83.3% | 77.5%+5.8pp | 74.1%+9.3pp | 82.0%+1.4pp |
| Annual return | 9.71% | 465.32%-455.6pp | 340.46%-330.8pp | 302.86%-293.1pp |
| Employer contribution / active EE | $1,107 | $3,163-65.0% | $2,681-58.7% | $4,761-76.8% |
| Participant deferral / active EE | $3,839 | $4,177-8.1% | $3,739+2.7% | $5,982-35.8% |
| Admin fee / account holder | $130,279 | $7,788+1572.9% | $6,473+1912.6% | $11,247+1058.4% |